You might often read or hear about SIPP style pensions in the financial press but what are they and do you need one? What is a SIPP? SIPP stands for…
Category: Retirement
Read the latest news and thoughts from our Financial Planner, Andrew.
Inflation is the silent assassin of the personal finance world. While stock market crashes and bank defaults grab the headlines, over the long term it is the silent creep…
To non-financially minded people, it can be difficult to grasp how much you need to invest to grow a pot of capital for your future benefit. Perhaps reframing it to…
When I ask clients and prospective clients why their money is important to them it is usually because it provides freedom and financial security. In other words, they want to…
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…
Should You Transfer A Company Pension? I met with a couple the other day to discuss the option of them transferring an old company pension (a final salary or defined…
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
Over the years that I’ve been a financial planner, I have had many conversations with clients and prospective clients about their investment experiences. Most people will have some story about…
Are you worried about what to do with your money because of some current crisis that is hogging the news headlines: Brexit/Trump/North Korea/Putin/Oil prices/the latest crisis du jour (delete as…